Global Patent Index - EP 0996912 A1

EP 0996912 A1 20000503 - SYSTEM FOR PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PENSION ASSETS

Title (en)

SYSTEM FOR PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PENSION ASSETS

Title (de)

SYSTEM ZUM VERSORGEN MIT INVESTMENTRATSCHLÄGEN UND MANAGEMENT VON PENSIONSANLAGEN

Title (fr)

SYSTEME DE CONSEILS EN INVESTISSEMENTS ET DE GESTION DE FONDS DE PENSION

Publication

EP 0996912 A1 20000503 (EN)

Application

EP 98935522 A 19980701

Priority

  • US 9813786 W 19980701
  • US 90041597 A 19970725

Abstract (en)

[origin: WO9905625A1] An system and method for a data processor implemented system monitor (10) for enabling individual employee participants (14) to access independent professional money management for their Benefit Plan assets adapted to separate the investment management functions and fees thereof from the participant advice function and the fees thereof. The system and method provides professional asset allocation advice services (12) to individual participants (14) of Benefit Plans for allocating their account balances in a Trust (20, 22, 24, or 26) specifically tailored to their individual risk tolerances and retirement funding needs. A worksheet (40) is used to elicit the information necessary for the investment advisor (32) to recommend the Trust (20, 22, 24, or 26) appropriate for each individual participant (14). Each Trust (20, 22, 24, 26) holds shares in a plurality of mutual funds in varying proportions.

IPC 1-7

G06F 17/60

IPC 8 full level

G06Q 40/06 (2012.01); G06F 17/00 (2006.01); G06N 99/00 (2010.01); G06Q 50/26 (2012.01)

IPC 8 main group level

G06F (2006.01)

CPC (source: EP KR US)

G06Q 20/10 (2013.01 - EP US); G06Q 40/06 (2013.01 - EP KR US)

Designated contracting state (EPC)

AT BE CH CY DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE

DOCDB simple family (publication)

WO 9905625 A1 19990204; AU 737984 B2 20010906; AU 8475398 A 19990216; BR 9811546 A 20000822; CA 2297821 A1 19990204; CN 1271445 A 20001025; EP 0996912 A1 20000503; EP 0996912 A4 20020717; IL 134120 A0 20010430; IL 134120 A 20050517; JP 2001511566 A 20010814; KR 100553149 B1 20060222; KR 20010022202 A 20010315; RU 2213369 C2 20030927; US 6154732 A 20001128

DOCDB simple family (application)

US 9813786 W 19980701; AU 8475398 A 19980701; BR 9811546 A 19980701; CA 2297821 A 19980701; CN 98809421 A 19980701; EP 98935522 A 19980701; IL 13412098 A 19980701; JP 2000504532 A 19980701; KR 20007000774 A 20000124; RU 2000104524 A 19980701; US 90041597 A 19970725